[mapontosevenths]

You're missing the point. Sure, they're going to just keep doing what they've always done, but this time they're going to do it HARDER and with 15% fewer people!

[javier2]

So just like the plan they executed in 2023 and 2024! It must start working at some point right?

[Coffeewine]

Admittedly, just because something hasn’t bourn fruit doesn’t necessarily mean it’s a bad plan. All they need is a major stumble by TSMC or AMD or some tailwinds themselves and they could start looking much better.